Secure 2.0 – What you can do now in preparation for the upcoming changes, Catch-up & Roth: To keep… and more
What you need to know for your retirement plan. SECURE 2.0 is follow-up legislation to the SECURE Act of 2019 (Setting Every Community Up for Retirement Enhancement Act of 2019.) It expands upon and clarifies several items in the prior legislation. It will have a large impact on qualified retirement plans such as 401(k)s. It […]
This pdf guide provides information about 401(k) plans for plan sponsors. Table of Contents: 401(k) Plan Provisions Plan Audit Non-Discrimination Testing Plan Sponsor Filing Requirements Summary Plan Description Glossary of Terms For informational purposes only. Not intended as legal or tax advice. Advisory Services are offered through Alliant Retirement Consulting, a federally Registered Investment Advisor.
Employees place high value on their retirement benefits. In fact, the Employee Benefit Research Institute (EBRI) has sited the employer retirement plan as the second most important benefit employees receive from their employer. Putting more money behind a program your employees already value helps them to appreciate this benefit even more. Consider these three reasons […]